See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,348 | $80,968-26.7% | $96,544-38.5% | $75,163-21.0% |
| Participation rate | 71.4% | 71.8%-0.3pp | 76.0%-4.5pp | 67.2%+4.2pp |
| Annual return | 14.66% | 27.06%-12.4pp | 25.84%-11.2pp | 160.62%-146.0pp |
| Employer contribution / active EE | $2,497 | $2,282+9.4% | $2,965-15.8% | $2,670-6.5% |
| Participant deferral / active EE | $4,541 | $3,928+15.6% | $4,851-6.4% | $4,125+10.1% |
| Admin fee / account holder | $2,927 | $6,724-56.5% | $8,252-64.5% | $5,651-48.2% |